Capital Advisors Group, Inc. is an independent SEC-registered investment advisor specializing in institutional cash investments, risk management, and debt finance consulting. Our clients range from venture capital-funded startups and emerging growth companies to Fortune 100 companies.
Drawing upon more than a quarter of a century of experience through varied interest rate cycles, the firm has built its reputation upon deep, research-driven investment strategies and solutions for its clientele.
Capital Advisors Group manages customized separately managed accounts (SMAs) that seek to protect principal and maximize risk-adjusted returns within the context of each client’s investment guidelines and specific liquidity needs. Capital Advisors Group also provides FundIQ® money market fund research; CounterpartyIQ® aggregation and credit analysis of counterparty exposures; risk assessment on short-term fixed income securities and portfolios; and independent debt finance consulting services.
Headquartered in metropolitan Boston, Capital Advisors Group maintains multiple U.S. regional offices.
InnoVative Capital is an independently owned mortgage banking and financial advisory firm with a specialty focus in financial turnarounds, partnerships, government finance, project development and capital funding for the healthcare and housing industries.
As an SEC-registered municipal advisor, InnoVative Capital provides debt advisory services to hospitals, senior living providers, municipalities, nonprofit organizations and public housing authorities. As a HUD-licensed FHA mortgage lender, USDA banker and MSRB-approved municipal advisor, InnoVative Capital originates and executes third party and/or direct loans, commercial bank debt and municipal bond financings.
InnoVative Capital incorporates its proprietary CFO HELPER® credit analytics to customize financing solutions and deliver capital to hospitals, healthcare providers and real estate ventures across the United States. When a client requires merger and acquisition assistance, or an investment partner, our merchant banking arm can provide bridge lending and equity.
InnoVative Capital is a leader in the representation of rural healthcare providers through advisory and banking engagements with community and critical access hospitals, as well as health systems with strategic investments in smaller facilities.
Pinnacle Finance focuses exclusively on financing for the home improvement product market. Our management team has over 40 years of experience so we understand the challenges dealers and contractors face every day.